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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Thibodaux | LA | 01/2015 | 10/2019 |
| 1St Global Advisors, Inc. | Thibodaux | LA | 01/2015 | 10/2019 |
| Laris Insurance | Lockport | LA | 10/2014 | Present |
| Cosource Financial Group, Llc | Thibodaux | LA | 01/2015 | Present |
| Avantax Insurance Services, Inc. | Thibodaux | LA | 11/2015 | 09/2025 |
| Avantax Advisory Services | Thibodaux | LA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Thibodaux | LA | 10/2019 | 09/2025 |
| Oscity Labs | Foley | AL | 02/2022 | Present |
| Cetera Wealth Services, Llc | Thibodaux | LA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LARIS INSURANCE; POSITION: PRODUCER/BUSINESS DEVELOPER NATURE: P&C HEALTH INSURANCR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 10/01/2014; ADDRESS: Lockport LA US; I WILL BRING NEW BUSINESS TO THE FIRM. 2) COSOURCE FINANCIAL GROUP LLC; INVESTMENT ADVISOR NATURE: INVESTMENT ADVISORY FIRM INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2015; New Iberia LA US. 3) BENEO PRODUCTS; POSITION: Consultant NATURE: WHOLESALE SUPPLY COMPANY INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2001 ADDRESS: 500 Sixth ST., Lockport LA 70374, US; I no longer have ownership in the company.My father still owns it, and i still advise him on some business decisions, that is all. 4) OSCITY LABS; POSITION: Director of Operations NATURE: Agriculture, farming and greenhouses. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 02/22/2022; 428 East Section Avenue, Foley AL 36535, US; I will be in charge of the day to day activities and finances of the company, such as: Reviewing expense reports Monitoring sales force Approving budgets and spending
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-30 |
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